StoneX Group’s iShares US Consumer Staples ETF IYK Stock Holding History

StoneX Group’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,936	Closed	-$245K	–	670
2023 Q3	$245K	Buy	+3,936	New	+$260K	0.03%	463
2023 Q1	–	Sell	-16,830	Closed	-$1.14M	–	765
2022 Q4	$1.14M	Sell	16,830 -600	-3%	-$39.5K	0.14%	141
2022 Q3	$1.04M	Sell	17,430 -2,298	-12%	-$151K	0.14%	143
2022 Q2	$1.28M	Sell	19,728 -1,635	-8%	-$110K	0.16%	127
2022 Q1	$1.43M	Sell	21,363 -2,439	-10%	-$162K	0.11%	157
2021 Q4	$1.59M	Sell	23,802 -1,068	-4%	-$66.9K	0.18%	113
2021 Q3	$1.49M	Sell	24,870 -2,514	-9%	-$155K	0.21%	98
2021 Q2	$1.68M	Sell	27,384 -2,862	-9%	-$172K	0.25%	80
2021 Q1	$1.78M	Buy	+30,246	New	+$1.77M	0.32%	50

Other funds holding IYK

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

StoneX Group's IYK Position: Q4 2023 in Review

StoneX Group sold out of iShares US Consumer Staples ETF (IYK) in Q4 2023, closing a stake of 3,936 shares — an estimated $245K sold.

StoneX Group first reported a position in IYK in Q1 2021 and held it in 9 quarters. The position peaked at $1.78M in Q1 2021. 240 funds tracked by Wall St. Rank hold IYK as of Q4 2023.

StoneX Group reported no remaining iShares US Consumer Staples ETF position as of Q4 2023 after selling out during the quarter.
StoneX Group sold 3,936 iShares US Consumer Staples ETF shares in Q4 2023, an estimated $245K.
StoneX Group first reported a position in iShares US Consumer Staples ETF in Q1 2021 and held it in 9 quarters.
StoneX Group's iShares US Consumer Staples ETF position peaked at $1.78M in Q1 2021.
240 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2023.

Based on StoneX Group's 13F filing for Q4 2023, filed 12 Feb 2024.